katastofik
As for the original question -- why are we not taking them at their word? -- the best I can offer is my initial comment. That is, the available facts (that is, what board members have said) don't really match anything most people can reconcile with their model of how the world works.
Throw this in together with a learned distrust of anything that's been fed through a company's PR machine, and are we really surprised people aren't attempting to reconcile the stated reality with their speculative theories?
Now sure, if we were to do things properly, we should at least address why we're just dismissing the 'facts' when formulating our theories. But, on the other hand, when most people's common sense understanding of reality is that such facts are usually little more than fodder for the PR spin machine, why bother?
Of course, what is actually worth speculating over is up for debate. As is what actually constitutes a better theory.
But, if people think this is something worth pouring their speculative powers into, they will continue to do so. More power to them.
Now, personally, I'm partly with you here. There is an element of futility in speculating at this stage given the current information we have.
But I'm also partly with the speculators here insofar as the given explanations not really adding up.
Ignoring the lack of credibility in the given explanations, people are, perhaps, also wary that taking boards/execs at their word hasn't always worked out so well in the past.
Until an explanation that at least passes the sniff test for truthiness comes out, people will keep speculating.
And so they should.